What I Do

I build calm, accountable process I translate vision into operating rhythm—budgets that reflect reality, KPIs that predict risk, and workflows that remove friction. With deep finance chops (credit exposure on a $1.5B portfolio), data automation experience (Salesforce/iLevel), and hard-won program leadership (carve-outs, compliance, and PMO), I help founders and executives design systems that scale without drama.

Why 77 Spider

Deep experience in finance-heavy teams, built dashboards and budgets, and improved processes without adding friction. The strategic approach ensures your firm stands out in the crowded financial landscape.If you need a COO mind that marries strategy with execution—clear metrics, clean handoffs, and a culture people want to work in—I’m your partner..

Ways We Can Work Together

  • Developing Strategic Solutions

    Breaking down the compeititve landscape into goals and needed wins

  • Newsletter Strategy & Creation

    Crafting newsletters that simplify complex financial topics and engage your audience.

  • Thought Leadership Content

    Positioning your brand as a leader in finance with authoritative, compelling outreach.

  • Performance Analytics

    Using data to optimize your strategy and maximize engagement.

Get In Touch

“Finance doesn’t have to be reactive—and with my deep finance and banking expertise, it won’t be. Let’s create something sharp, smart, and impossible to ignore. Get in touch!”

Cherise Lloyd, Finance Strategist
Founder at 77 Spider